Tennessee Valley Asset Management Partners’s Summit Midstream SMC Stock Holding History

Tennessee Valley Asset Management Partners’s Portfolio SMC Stock Details SMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,000	Closed	-$17.9K	–	811
2023 Q4	$17.9K	Buy	+1,000	New	+$18.7K	﹤0.01%	357

Other funds holding SMC

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SCM

Shenkman Capital Management New York $721M AUM 0.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VFA

Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Tennessee Valley Asset Management Partners's SMC Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of Summit Midstream (SMC) in Q1 2024, closing a stake of 1,000 shares — an estimated $17.9K sold.

Tennessee Valley Asset Management Partners first reported a position in SMC in Q4 2023 and held it in 1 quarter. The position peaked at $17.9K in Q4 2023. 31 funds tracked by Wall St. Rank hold SMC as of Q1 2024.

Tennessee Valley Asset Management Partners reported no remaining Summit Midstream position as of Q1 2024 after selling out during the quarter.
Tennessee Valley Asset Management Partners sold 1,000 Summit Midstream shares in Q1 2024, an estimated $17.9K.
Tennessee Valley Asset Management Partners first reported a position in Summit Midstream in Q4 2023 and held it in 1 quarter.
Tennessee Valley Asset Management Partners's Summit Midstream position peaked at $17.9K in Q4 2023.
31 funds tracked by Wall St. Rank held Summit Midstream as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.